Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

At Fenergo, nothing is more important than our clients. That’s why we are 100% committed to developing our solutions and services in line with their needs and those of the overall financial services industry. As part of this commitment, Fenergo hosts a number of client forums each year, representing the collective voice of our client base to develop and implement industry best practice. In this way, our clients have a direct impact on the development of Fenergo suite of solutions.

Fenergo Client Advisory Board (CAB)

Our Client Advisory Board (CAB) is represented by senior client representatives and meets face-to-face twice yearly. The goal of Fenergo’s Client Advisory Boards is to provide an open forum for a select group of forward-thinking clients to discuss, challenge and develop industry best practice. Fenergo CAB members are provided with an insight into, an understanding of and an opportunity to shape Fenergo’s product strategies and roadmaps. In this way, Fenergo strives to ensure that our solutions and services align with the visions, goals and objectives of our clients’ organizations.

In tandem with CAB, Fenergo hosts regular Regulatory Forums, comprised of senior compliance professionals from our client organizations. Hosted by Fenergo’s Regulatory Analysts teams, the aim of these forums is to provide a platform for our clients to discuss upcoming regulatory requirements and communicate upcoming regulatory challenges. This forum feeds directly into the Fenergo Regulatory Roadmap.

Fenergo Industry Roundtables

Each year, Fenergo hosts a series of industry roundtable dinners in the UK, US, Australia and Singapore. Open to clients and non-clients, Fenergo’s Industry Roundtable is an invitation-only event that brings together senior compliance, data management and operational professionals from Tier 1 and Tier 2 financial institutions to discuss prevailing issues in the industry. This event runs in parallel to Fenergo CAB sessions.

If you would like more information on Fenergo’s CAB, Regulatory Forum or Industry Roundtables, pleasecontact us.

“The global regulatory challenge is one that continues to evolve and grow. It’s more of a journey than a destination. Therefore, it is important to find the right solutions partner to travel along that journey with you and provide the guidance needed to navigate the path ahead. We found such a partner in Fenergo”